JAGUAR INVESTMENT SERVICES, LTD

Overview

Jaguar Investment Services, Ltd is a small, owner-operated advisory firm that manages discretionary portfolios for individuals, families and small business owners. The firm charges clients on a percentage-of-assets basis and focuses its advisory work on customized portfolio management rather than institutional or pension consulting. Jaguar does not position itself as an ESG investor and operates with a limited geographic footprint rather than as a multi-state adviser. Its industry affiliation with accounting professionals suggests a client intake that may favor tax-aware planning and collaboration with external tax advisors. Investment activity is centered on publicly offered funds rather than direct security selection or broad allocations to external alternative fund managers. The firm uses mutual funds as the primary building blocks for client accounts and places a portion of client assets into annuity products where appropriate, typically to address income or longevity objectives. Jaguar’s approach is discretionary, meaning portfolio decisions are implemented on behalf of clients under agreed mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices